iA Private Wealth
As a Customer Service Representative at iA Financial Group, you will play a key role in supporting clients and brokers in a caring and innovative environment. This permanent full-time position involves answering incoming calls and emails, without any sales or solicitation, while showcasing your interpersonal skills.
iA Private Wealth – Holistic wealth management tailored for Canadians. Retirement, tax, estate and investment planning with trusted advisors by your side.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for iA Private Wealth.
iA Financial Corporation to acquire RF Capital Group Inc.
Jul 28, 2025
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